Form 5500 Search
Back to filter
Original filing (PDF)20250902170034NAL0014472113001

RELIABANK DAKOTA

Form 5500
FILING_RECEIVED
RELIABANK DAKOTA 401(K) PLAN
401(k) retirement plan
Active participants
92
Accounts w/ balance
118
Plan assets (EOY)
$20.4M
Net assets (EOY)
$20.4M
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RELIABANK DAKOTA.
Plan sponsor
Name
RELIABANK DAKOTA
EIN
46-0133683
Address
211 MAIN STREET · ESTELLINE, SD · 57234
Phone
(605) 306-4176
Industry
Finance & Insurancesee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES, LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
THE VANGUARD GROUP, INC.23-1945930RECORDKEEPER$14K
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
FUTUREPLAN BY ASCENSUS82-3719843BOSTON, MATHIRD PARTY ADMIN$3K
Other
1
NameEINLocationRelationDirect compIndirect comp
ASCENSUS11-3665754AFCA ADMIN$0

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

Related plans